People think “tax time” occurs in April but it really occurs in December.  Also, learn more about the credit card that pays bitcoin rewards and the male financial advisor who sent a charm bracelet to a female client.  Oh boy….

 

 

Author: Brett Fry

Brett rejoined Forteris Wealth Management this year and is managing our office in Dallas, TX.  While helping clients plan for retirement, education and generational asset transfers, Brett's expertise in portfolio management, managing concentrated stock positions, planning for the sale of a business, and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.